Tability is a cheatcode for goal-driven teams. Set perfect OKRs with AI, stay focused on the work that matters.
What are Business Client OKRs?
The OKR acronym stands for Objectives and Key Results. It's a goal-setting framework that was introduced at Intel by Andy Grove in the 70s, and it became popular after John Doerr introduced it to Google in the 90s. OKRs helps teams has a shared language to set ambitious goals and track progress towards them.
Formulating strong OKRs can be a complex endeavor, particularly for first-timers. Prioritizing outcomes over projects is crucial when developing your plans.
We've tailored a list of OKRs examples for Business Client to help you. You can look at any of the templates below to get some inspiration for your own goals.
If you want to learn more about the framework, you can read our OKR guide online.
The best tools for writing perfect Business Client OKRs
Here are 2 tools that can help you draft your OKRs in no time.
Tability AI: to generate OKRs based on a prompt
Tability AI allows you to describe your goals in a prompt, and generate a fully editable OKR template in seconds.
- 1. Create a Tability account
- 2. Click on the Generate goals using AI
- 3. Describe your goals in a prompt
- 4. Get your fully editable OKR template
- 5. Publish to start tracking progress and get automated OKR dashboards
Watch the video below to see it in action 👇
Tability Feedback: to improve existing OKRs
You can use Tability's AI feedback to improve your OKRs if you already have existing goals.
- 1. Create your Tability account
- 2. Add your existing OKRs (you can import them from a spreadsheet)
- 3. Click on Generate analysis
- 4. Review the suggestions and decide to accept or dismiss them
- 5. Publish to start tracking progress and get automated OKR dashboards
![AI feedback for OKRs in Tability](https://tability-templates-v2.vercel.app/_next/static/media/feedback_ai_tability.08ced31b.png)
Tability will scan your OKRs and offer different suggestions to improve them. This can range from a small rewrite of a statement to make it clearer to a complete rewrite of the entire OKR.
Business Client OKRs examples
You will find in the next section many different Business Client Objectives and Key Results. We've included strategic initiatives in our templates to give you a better idea of the different between the key results (how we measure progress), and the initiatives (what we do to achieve the results).
Hope you'll find this helpful!
OKRs to secure new clientele from three distinct sectors
ObjectiveSecure new clientele from three distinct sectors
KRIdentify and establish contacts with 50 potential clients from different industries
Research diverse industries to identify 50 potential clients
Initiate contact with potential clients via email or phone
Arrange and conduct initial client meetings or presentations
KRSuccessfully pitch services to at least 30% of the identified potential clients
Schedule and conduct efficient, persuasive pitch meetings
Develop and refine customized service pitch for each client
Identify and research potential clients' needs and interests
KRConvert 15% of pitched potential clients into signed contracts
Train team in negotiation techniques to secure contracts
Enhance proposals with detailed, customized solutions for each client
Improve follow-up strategies to maintain contact post-pitch
OKRs to establish a consulting business
ObjectiveEstablish a consulting business
KRAttain a net profit margin of 25% or higher
Increase sales revenue through targeted marketing campaigns and customer acquisition strategies
Analyze pricing structures and adjust product or service pricing to maximize profitability
Streamline business operations to reduce overhead costs and improve efficiency
Implement cost-cutting measures and negotiate better supplier contracts to boost net profit margin
KRDevelop and implement a marketing strategy to generate consistent leads
Implement email marketing campaigns to nurture leads and drive conversions
Create engaging content and optimize website for search engine visibility
Conduct market research to identify target audience and their preferences
Utilize social media platforms to reach and engage with potential leads
KRSecure at least 3 clients within the target industry
Develop a compelling value proposition to effectively pitch to potential clients
Identify potential clients within the target industry through market research
Offer a limited-time discount or incentive to encourage clients to sign up
Reach out to potential clients through personalized emails or phone calls
KRAchieve a 90% satisfaction rate in client feedback surveys
Streamline survey process for clients
Implement necessary changes based on client feedback to improve overall satisfaction
Identify and address common issues highlighted in client feedback
Actively seek feedback from clients through various channels
OKRs to contribute proactively to three Atlassian Services proposals
ObjectiveContribute proactively to three Atlassian Services proposals
KRGain customer acceptance on at least two proposals by the end of the quarter
Schedule and conduct presentations of the proposals to customers
Secure formal acceptance from at least two customers
Develop clear and persuasive proposals for customer presentation
KRDraft and submit one compelling proposal each month for client consideration
Develop a compelling and concise proposal outline
Identify desirable project proposals for the client
Submit the completed proposal to the client
KRIdentify and finalize five potential clients needing Atlassian Services by Week 2
OKRs to enhance core skills and competency as a Business Analyst
ObjectiveEnhance core skills and competency as a Business Analyst
KRReceive client satisfaction rate of 90% or above in all assigned projects
Implement regular client communication via emails and calls
Understand and fulfill client project requirements accurately
Regularly collect and analyze client feedback
KRDeliver 5 projects successfully utilizing new techniques learned from courses
Apply learned techniques strategically to each project
Evaluate and fine-tune methodology for successful delivery
Identify suitable projects for new technique application
KRComplete 3 online courses related to data analytics and business intelligence
Complete all course assignments and final exams for certification
Research and select three online courses in data analytics and business intelligence
Enroll into and regularly attend the selected online courses
OKRs to secure a new project contract with a new client
ObjectiveSecure a new project contract with a new client
KRIdentify and establish contact with 50 potential new clients within the industry
Research to compile a list of 50 potential clients within the industry
Send emails to identified potential clients
Draft a personalized introductory email to establish contact
KRSubmit high-quality proposals to at least 20 new prospective clients
Develop robust, customized proposals for each client
Submit the proposals and follow up promptly
Identify 20 potential new clients and research their needs
KRSuccessfully negotiate and finalize at least one contract with a new client
Identify and research potential new clients
Craft and send personalized business proposals
Arrange negotiation meetings to finalize contract
OKRs to increase business growth and client retention
ObjectiveIncrease business growth and client retention
KRIncrease quarterly revenue by 20% through cross-selling and up-selling strategies
Monitor and optimize sales data weekly
Develop and implement targeted marketing campaigns
Train staff in effective cross-selling and up-selling techniques
KRBoost customer base by 15% through intensive marketing and customer referral program
Launch a lucrative customer referral program
Develop and implement an intensive marketing strategy
Regularly track and measure customer growth
KRAchieve a 90% customer retention rate by optimizing customer service and support
Set up a customer loyalty rewards program
Organize regular training for customer service staff
Implement a multi-channel customer support system
OKRs to increase client retention for enhanced repeat business
ObjectiveIncrease client retention for enhanced repeat business
KRExecute 3 upselling campaigns leading to a $70,000 increase in sales revenue
Develop promotional materials for each campaign
Identify products for upselling with high profit margins
Train sales team on upselling techniques
KRImplement a customer loyalty program that results in at least 20 returning customers
Monitor and analyze customer participation and response
Promote the loyalty program through various channels
Develop a comprehensive, rewarding customer loyalty program
KRAchieve a 10% uplift in customer satisfaction scores through improved service delivery
Implement a robust real-time feedback system for service improvement
Train all customer service staff on empathy and active listening
Regularly monitor and address customer complaints promptly
OKRs to to enhance and maximize business stakeholder engagement
ObjectiveTo enhance and maximize business stakeholder engagement
KRIncrease interaction rate on professional social networks by 30%
Increase frequency of timely and relevant posts
Initiate networking events and online discussions
Develop and implement engaging content strategy regularly
KRSecure 15% increase in returning clients through improved communication strategies
Implement weekly newsletters highlighting service benefits and company updates
Offer personalized follow-ups to assess client satisfaction post-service
Launch engaging client loyalty program with exclusive benefits
KRArrange and execute two productive stakeholder meetings monthly
Develop and distribute agenda prior to meetings
Identify key stakeholders to include in monthly meetings
Schedule two monthly meetings accommodating stakeholders' availability
OKRs to boost IDV completion success for business clientele
ObjectiveBoost IDV completion success for business clientele
KRAchieve a 20% increase in successful IDV attempts by end of next quarter
KRImprove user experience leading to a 25% increase in client satisfaction survey scores
Enhance customer service response times and quality
Initiate regular customer feedback loops for continuous improvement
Revamp website layout for easy navigation and quick access
KRReduce by 15% the errors in the IDV process in the next quarter
Implement targeted training to address identified issues
Review and analyze errors in current IDV process
Monitor and adjust the IDV process regularly
OKRs to establish a successful digital marketing agency
ObjectiveEstablish a successful digital marketing agency
KRSecure 10 long-term contracts with business clients by the end of next quarter
Create a persuasive contract proposal for each company
Initiate meetings to present and negotiate contracts
Identify potential businesses in need of our services
KRHire and onboard 3 qualified digital marketing professionals for team expansion
Source and shortlist digital marketing professionals based on qualification criteria
Conduct interviews and select top 3 candidates
Initiate onboarding process for chosen professionals
KRAchieve a minimum of 15% quarter over quarter growth in revenue
Implement strategies for increasing sales volume and average transaction size
Optimize operational efficiency to reduce costs and increase profit margins
Develop targeted marketing campaigns to capture new customers
Business Client OKR best practices
Generally speaking, your objectives should be ambitious yet achievable, and your key results should be measurable and time-bound (using the SMART framework can be helpful). It is also recommended to list strategic initiatives under your key results, as it'll help you avoid the common mistake of listing projects in your KRs.
Here are a couple of best practices extracted from our OKR implementation guide 👇
Tip #1: Limit the number of key results
The #1 role of OKRs is to help you and your team focus on what really matters. Business-as-usual activities will still be happening, but you do not need to track your entire roadmap in the OKRs.
We recommend having 3-4 objectives, and 3-4 key results per objective. A platform like Tability can run audits on your data to help you identify the plans that have too many goals.
Tip #2: Commit to weekly OKR check-ins
Don't fall into the set-and-forget trap. It is important to adopt a weekly check-in process to get the full value of your OKRs and make your strategy agile – otherwise this is nothing more than a reporting exercise.
Being able to see trends for your key results will also keep yourself honest.
Tip #3: No more than 2 yellow statuses in a row
Yes, this is another tip for goal-tracking instead of goal-setting (but you'll get plenty of OKR examples above). But, once you have your goals defined, it will be your ability to keep the right sense of urgency that will make the difference.
As a rule of thumb, it's best to avoid having more than 2 yellow/at risk statuses in a row.
Make a call on the 3rd update. You should be either back on track, or off track. This sounds harsh but it's the best way to signal risks early enough to fix things.
Save hours with automated OKR dashboards
![AI feedback for OKRs in Tability](https://tability-templates-v2.vercel.app/_next/static/media/OKR_dashboard.a905853d.png)
Your quarterly OKRs should be tracked weekly if you want to get all the benefits of the OKRs framework. Reviewing progress periodically has several advantages:
- It brings the goals back to the top of the mind
- It will highlight poorly set OKRs
- It will surface execution risks
- It improves transparency and accountability
We recommend using a spreadsheet for your first OKRs cycle. You'll need to get familiar with the scoring and tracking first. Then, you can scale your OKRs process by using Tability to save time with automated OKR dashboards, data connectors, and actionable insights.
How to get Tability dashboards:
- 1. Create a Tability account
- 2. Use the importers to add your OKRs (works with any spreadsheet or doc)
- 3. Publish your OKR plan
That's it! Tability will instantly get access to 10+ dashboards to monitor progress, visualise trends, and identify risks early.
More Business Client OKR templates
We have more templates to help you draft your team goals and OKRs.
OKRs to boost subscriber count to 10,000 without relying on paid advertisements
OKRs to enhance service efficiency and transformation via innovation and benchmarking
OKRs to improve conversion rate by 20% with landing page optimization and A/B testing
OKRs to ensure all company devices are asset tagged
OKRs to enhance and streamline mentoring skills and approach
OKRs to boost Sales Performance Through Strategic Leadership